03/20/19 23:18 PM  

User Templates - Modify User Details | RingCentral

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SummaryThis articles provides information on how to edit the User Details of existing templates. Follow the steps below to change your template settings.

NOTE: Your settings will override any configuration the affected users might have previously done.
Details

 

How to Modify the User Templates


You can modify the following: 

Regional settings
User Hours settings 
Roles 
User groups 
Job Title 

 

Regional Settings

1. Log in to your RingCentral Online Account.

2. Go to Users Templates.

3. Select the template that you need to modify, then go to Inbound tab > User Details.

4. Click Edit under Regional Settings.

5. Configure the following settings:

• Time Zone

• Time Format

• Home Country Code

• User Language

• Greetings Language

• Regional Format
 

6. Click Done.

7. Check Override user settings to ensure the settings will be applied.

8. Click Save

 

User Hours Settings

1. Log in to your RingCentral Online Account.

2. Go to Users Templates.

3. Select the template that you need to modify, then go to Inbound tab > User Details.

4. Click Edit under User Hours.

5. Select 24 hours / 7 days a week or Custom hours, then click Done.

NOTE: If you selected Custom hours, you need to set the working hours for the week. Click Copy to Weekdays if necessary.

6. Check Override user settings to ensure the settings will be applied.

7. Click Save
 

Roles

1. Log in to your RingCentral Online Account.

2. Go to Users Templates.

3. Select the template that you need to modify, then go to Inbound tab > User Details.

4. Click Edit under Roles.

5. Select a role from the list, then click Done.

6. Check Override user settings to ensure the settings will be applied.

7. Click Save.
 

User Groups

1. Log in to your RingCentral Online Account.

2. Go to Users Templates.

3. Select the template that you need to modify, then go to Inbound tab > User Details.

4. Click Edit under User Groups.

NOTE: A User group is created to better organize Users according to accessibility or their position in the organization.

5. Tick the box of the preferred User group for the User, then click Done.

6. Check Override user settings to ensure the settings will be applied.

7. Click Save.
 

Job Title

1. Log in to your RingCentral Online Account.

2. Go to Users Templates.

3. Select the template that you need to modify, then go to Inbound tab > User Details.

4. Edit Job Title field.

5. Check Override user settings to ensure the settings will be applied.

6. Click Save.


 

See Also:

User Templates - Modify Existing Template
User Templates - Template Settings
 

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